+144.7%
IONQ vs OPEN
-92.2%
+236.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -9.6% | -0.9% | -7.5% |
| 7D | -16.7% | -5.8% | -10.9% | -15.4% |
| 30D | -38.9% | -21.1% | -17.8% | -34.4% |
| 3M | -33.8% | -52.4% | +18.6% | -17.1% |
| 6M | -44.9% | -65.8% | +20.8% | -24.1% |
| YTD | -41.1% | -69.3% | +28.2% | -16.6% |
| 1Y | -52.3% | -75.2% | +22.9% | -29.2% |
| 3Y | +128.2% | -14.4% | +142.6% | +36.8% |
| 5Y | +37.2% | -92.0% | +129.1% | +42.1% |
| All | +144.7% | -92.2% | +236.9% | +156.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling